Proper board management allows for the full use of board-connected functionalities. These activities include, but are not limited to, minutes roll calls, e-voting, and delivery of Board Portal notifications. This article will show you how to add, edit, and manage boards.
Important Notes
To manage these settings, a user must have the "Access to User and Global Site Settings" permission and the "Has Access to Meetings Site Settings" permission in their User Profile.
To assign a member to a board, they must have an account listed in the Users section of the User and Global Settings.
A board alone has little functionality. Assign the board to a Meeting Type to activate board-connected functionality.
Add or Edit a Board
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
Select the Boards tile:
Click the New Board/Committee button to start a new board, or click the Edit button (purple pencil icon) to modify an existing board:
Enter or update the board detail fields as desired:
Board Name: Enter or update a unique name that will be used throughout your site to reference this board
Members: Select or edit the members of this board
Note:
Click into the Select Members field to automatically open a dropdown menu allowing for the quick selection of a name. You can also begin typing a name to filter down the list of selections available.
Randomize Manual Voting Order: Check this box to enable board members to appear in a random order each time a clerk starts a manual motion in the Minutes module.
If you are adding a new board, click Create Board to create the board and return to the Boards settings page, or click Create and Add New to save the current board and automatically start creating a new one; if you are editing an existing board, click Save Changes (not depicted) to save your changes and return to the Boards settings page:
Edit the Order of the Members of a Board
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
Select the Boards tile:
Click the Order button (grid icon) for the desired board:
Drag and drop member names into the preferred order:
Click the Save Changes button:
Edit the Order of the Board List
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Settings option:
Click the User and Global Settings tile:
Select the Boards tile:
Click the Edit Order button:
Drag and drop board names into the preferred order:
Click the Save Changes button:
Assign a Board to a Meeting Type
Sign in to your solution if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Select the Meeting Types tile:
Click the Edit button (purple pencil icon) next to the desired Meeting Type:
From the Default Official Body field, select the preferred board:
Note:
Only one board can be assigned to a single Meeting Type.
Click a Save option:
Save Changes: Save your changes and continue configuring the current Meeting Type settings
Save and Exit: Save your changes and automatically navigate back to the Meeting Types page